Streamline the flow of your customer data pipeline for instant and up to date access to sales KPIs
- • Access HubSpot from Toric
- • Direct access to Contacts and Companies data
Use transform nodes like Filter and Groupby to segment your customer data by industry, buying role, sales owner, and more. Use Summarize to simplify your data outputs into simple tables that are easier to read.
Finally, build reports and dashboards in Data App using a variety of visualization widgets. For example, you could show all sales by the sales rep in a Pie Chart or Bar Chart; add text to contextualize your data app.
When it's ready, Share an app to your app home or create an embeddable link to place your reporting in your tool of choice.